SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 133 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,418,462 | -9.0% | 169,409 | -4.6% | 0.16% | -13.5% |
| Q2 2023 | $8,148,402 | +25.5% | 177,563 | +20.2% | 0.18% | +6.9% |
| Q1 2023 | $6,492,887 | +1.6% | 147,767 | -1.7% | 0.17% | +6.8% |
| Q4 2022 | $6,391,771 | +12.6% | 150,394 | +2.2% | 0.16% | +1.9% |
| Q3 2022 | $5,677,000 | -8.0% | 147,224 | -5.3% | 0.16% | +1.9% |
| Q2 2022 | $6,170,000 | +38.2% | 155,446 | +64.2% | 0.16% | +56.0% |
| Q1 2022 | $4,466,000 | +115.5% | 94,693 | +127.3% | 0.10% | +117.4% |
| Q4 2021 | $2,072,000 | +12.2% | 41,664 | +4.2% | 0.05% | -2.1% |
| Q3 2021 | $1,846,000 | +0.7% | 39,994 | +3.0% | 0.05% | +2.2% |
| Q2 2021 | $1,833,000 | -0.5% | 38,833 | -3.5% | 0.05% | -9.8% |
| Q1 2021 | $1,842,000 | +29.1% | 40,250 | +13.9% | 0.05% | +21.4% |
| Q4 2020 | $1,427,000 | -19.8% | 35,327 | -35.2% | 0.04% | -27.6% |
| Q3 2020 | $1,780,000 | -44.6% | 54,543 | -47.0% | 0.06% | -49.1% |
| Q2 2020 | $3,213,000 | +32.1% | 102,825 | +7.1% | 0.11% | +2.7% |
| Q1 2020 | $2,432,000 | +8286.2% | 95,996 | +11707.6% | 0.11% | +11000.0% |
| Q3 2018 | $29,000 | +480.0% | 813 | +442.0% | 0.00% | – |
| Q1 2018 | $5,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 5,792,039 | $265,796,815 | 11.30% |
| Atlas Private Wealth Advisors | 1,081,485 | $49,629,366 | 10.05% |
| Pachira Investments Inc. | 188,319 | $8,641,953 | 9.29% |
| RESTON WEALTH MANAGEMENT LLC | 415,717 | $19,077,247 | 9.08% |
| Syntegra Private Wealth Group, LLC | 1,290,515 | $59,221,729 | 9.05% |
| WALLER FINANCIAL PLANNING GROUP, INC | 690,847 | $31,702,979 | 8.74% |
| Bridgeworth, LLC | 1,693,311 | $77,706,051 | 8.58% |
| Measured Wealth Private Client Group, LLC | 457,992 | $21,017,240 | 7.98% |
| First International Bank & Trust | 474,153 | $21,758,881 | 6.93% |
| Peterson Wealth Advisors, LLC | 566,023 | $26,071,010 | 6.89% |